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IF IT ISN’T IN SALESFORCE… IT DIDN’T HAPPEN.

Spend time with your customers, not with your CRM.

Collect Better Data

Collect more quality data,
not just the red required fields. Secure 
the overlooked and forgotten information.

Increase Selling Time

Instead of spending time manually entering data, give your team hours of additional prospecting and selling. 

Maximize CRM ROI

Get your team to actually use the CRM tool
that you pay for, and avoid confusion and 
panic when fields are changed. 

POWERFUL IN-AND-OUT THE OFFICE

Accountability outside the office

Rollio Test Site 2.png

Productivity in the office

POWERFULLY PRODUCTIVE IN-AND-OUT THE OFFICE

Productivity in the office

Accountability
outside the office

See Rollio in Action Now

SAY “HELLO” TO YOUR NEW ASSISTANT.

Talk to Salesforce like you talk to a person.

See the Product

Software for Humans

Rollio uses Deep AI and Advanced Natural Language Processing to take information from your conversations and auto-populate Salesforce with related valuable data into the corresponding fields. 

  • Speak or Type to Rollio like a person
  • Update anything in Salesforce in less than 7-seconds
  • Update or Log Anything in your CRM, standard or custom fields

POWERFUL FEATURES

Built to Fuel Your Sales Machine

Simplify

Using a CRM has never been easier

Track Anything

Opportunities, Cases, Tasks, Leads, Accounts...
Let Rollio update anything in your CRM

Secure Your Data

You own your data, and it stays within your
CRM’s walls

Prompt for Critical Information

Rollio asks your users to update an opportunity
immediately following a meeting. Even better, 
Rollio can remind them to make changes to data 
that needs to be cleaned up.

Manage Complex CRM Workflows

No more red error messages, and fewer 
headaches for your admins. Rollio walks
you through your CRM workflows in seconds.

See Usage and Analyze an Increase
in CRM Adoption & Data

How is this ROI going to boost your sales?

AS SEEN ON

CASE STUDY

See how Nevco uses Rollio to power their CRM adoption and bottom line sales growth.

Download Case Study

WATCH THE VIDEO

See what using Rollio is like

PLAY THE VIDEO

Rollio Return on Investment (ROI Calculator)

You’re paying your team to sell and for your CRM. If Rollio gives back 1.5 months worth of selling time,
how does that boost your sales?

0

 

 

Increase in Sales

 

40%

OF REPS UPDATE ALL SALES ACTIVITIES

200+ hours

Spent Updating CRM per Rep yearly

6 OUT OF10

MANAGERS SAY THEY HAVE BAD DATA

USER REVIEW

"Rollio gave our team a level of productivity that we had been aiming for, in such
a simple solution. Along with the productivity, they actually gave us the accountability
of knowing that Salesforce was up-to-date and updated correctly."

Aaron Fulkerson
CEO @ mindtouch

FAQ

Frequently Asked Questions

What can Rollio interact with in Salesforce?

Anything. Custom fields and objects, opportunities, cases, tasks, notes, leads, and even emails and calendar.

What is setting Rollio up like?

Simple - we handle it for you. After our discovery call, we connect your Salesforce or CRM tool to Rollio. From there, your team can just download it and be good to go. No maintenance necessary.

How does Rollio understand my Salesforce settings and me?

It’s a mix of Advanced Data Science and magic. Rollio fits into every organization's Salesforce settings, fields, objects, key terms, and even lingo. Plus, Rollio becomes smarter the more you use it, especially as it relates to your team's process and terminology.

What CRMs does Rollio connect to?

Salesforce, SAP, and Microsoft Dynamics just to name a few. But, we’re always looking to connect with more and are happy to share details with you.

Is my data secure with Rollio?

Security is our top priority, which is why we don’t permanently or locally store your data. Instead, it is cached in Heroku, a Salesforce.com backed company, that offers 24/7 threat detection and monitoring.

LATEST NEWS

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